Top Cincinnati, OH Financial Services Companies (22)

Our founder, Drew Horter, has worked in finance since the 1980s, founding Horter in 1991. We are proud to be one of the few homegrown registered investment advisory firms from Cincinnati, OH, and we are proud of our midwestern values. - Devotion to Service At Horter you will see our greatest asset is the team of people committed to providing our clients...

$400+B AUA | 450+ Clients | 1,600+ Investment Funds or Accounts | 825+ Employees | 11 Offices Ultimus Fund Solutions is a leading provider of full-service fund administration, accounting, and investor solutions to support the launching and servicing of registered funds, private funds, and public plans. We also offers customized structures designed for the unique needs of pensions, endowments, foundations, and...

Rapid Mortgage is relationship-based mortgage lender. For us, mortgage lending is about building and maintaining life-long relationships with our clients and partners. We understand our clients and partners are real people with real concerns; so, we make sure every person involved in getting your loan closed is available to speak with you. We offer competitive rates in a wide range of...

Across all industries and geographies, we’ve studied and improved all credit cost-saving methods, giving organizations hundreds of millions of dollars in hard savings. From Fortune 100 companies to small start-ups, Kreller has successfully empowered financial and credit departments across the globe, with this year marking our 30th year in business. Credit information providers (both commercial and consumer) charge for each and...

Axcess Financial is a career destination for people who want to make a difference. We are a financial solutions provider who works with our employees to foster a fast-paced, open work environment with plenty of opportunities for future growth. Our story began more than 20 years ago in Covington, Kentucky with our first Check `n Go store. This small retail...

CNG Holdings Inc. (CNG) is headquartered in Cincinnati, Ohio, and is a respected leader in the financial services industry. Through professional partnerships, CNG provides a wide range of convenient and accessible financial products and services designed to improve customers’ financial situations, thereby filling a need and delivering value to our customers. Our mission is to help and educate our customers...

Refinery Ventures is an early stage venture firm in Cincinnati, Ohio.

Connecting Financial Institutions to Payment Innovation

Check `n Go provides real solutions for real people, empowering our customers to manage their personal finances when, where and how they want. It’s our mission to get people the money they need when they need it. Unlike many traditional financial institutions, Check `n Go offers customers a place to turn when they need a fast, simple, safe and nonjudgmental...

Our Commitment to Employees: We foster collaboration and high performance to achieve excellence. We holistically care for and develop our employees to personally and professionally thrive. We are proud to share our success with our employees and those we serve. Serving more than 477,000 members nationwide, Wausau, WI-based Connexus Credit Union is a member-owned, not-for-profit financial cooperative with $5.0 billion in assets...

Ensemble Health Partners is a leading innovator in revenue cycle management, helping healthcare providers improve financial outcomes and patient experiences with an unrivaled depth of expertise and best-in-class technologies. Ensemble offers full revenue cycle outsourcing as well as a comprehensive suite of healthcare financial management point solutions. With clients spanning the U.S. and Europe, we have been helping to improve...

Our full-service financial team guides closely-held Main Street and Middle Market businesses through critical transactions and transformations, from the most routine through the largest and most complex. Engaging with companies primarily valued at $.5-25 million, Our team provides financial advice to help owners and their teams keep the enterprise running optimally for compliance, performance, organic growth, acquisitions and/or divestiture. Our Team...

What We Stand For: Constellation was created to better serve clients by better serving their advisors. We are disrupting the traditional business model and culture of the wealth management industry. We are fiercely committed to striking the optimal balance between professional values and business values by combining: Top-decile, accomplished advisors Diversity of Thought An unwavering commitment to learning and innovation in order to...

Fort Washington Investment Advisors, Inc. is a focused investment management organization with dedicated business units that work with institutional investors and their consultants, private equity investors, and individuals and their families. With the strong support of our parent company, Western & Southern Financial Group, a Fortune 500 company, we have a stable corporate structure that nurtures our investment capabilities, alignment...

Yes, we confess, we’re fleet geeks and proud of it. We live for the opportunity to help you build and manage a lean, mean, safe and productive fleet. We’re excited to put six decades of fleet expertise to work for you every day, in every way, to help you rein in your fleet costs, free up your cash flow, and...

At Payload, we’re transforming the way businesses manage payments by eliminating outdated, manual processes like checks and wire transfers. Our powerful digital platform automates payments across many industries, providing secure, efficient, and fully customizable solutions that integrate seamlessly into existing workflows. From real estate and legal firms to professional services and SaaS platforms, Payload delivers a unified payment suite that...

We can help you reach your goals and achieve your dreams by assisting you with insurance protection, investments and retirement planning. We're here for you. Founded in Cincinnati in 1888 as The Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc. has grown into a diversified family of financial services companies that includes the following: *The Western and...

The only 100% union-label provider of supplemental benefit programs. We serve America's working class by developing financial programs that help protect families and their assets. We are an organization of highly motivated union representatives, managers, staff, and public relations agents, that are part of the Office and Professional Employees International Union (OPEIU) Local 277. We're independently owned and operated. We...

Since 1977, Gateway has been providing low-volatility equity strategies for risk-conscious investors. From the beginning, Gateway's focus has been reducing the risk of equity investing with index option strategies. Gateway's core low-volatility strategy seeks to capture the majority of the returns associated with equity market investments, while exposing investors to less risk than other equity investments. For more information, please visit...

At Bartlett, we see life's transitions as opportunities for growth. Our team of wealth management experts will partner with you to chart the best path forward. Together we will explore, build, and execute investment and financial planning strategies tailored to meet your individual needs and objectives. Our success relies on uncompromising integrity and market vigilance. As new trends and technologies...